Our Clients

PPA currently manages over $475 million for our clients. We’ve designed our business to ensure we can work closely with each of our clients on an ongoing basis. We advise individuals and families; retirement plans, including 401(k) and 403(b) plans; and non-profits and family foundations.

Our clients include entrepreneurs and home-makers, world-renowned physicians and award-winning writers and directors, the founders of start-ups and the owners of closely held businesses, and professionals and retirees.

We work with clients throughout the U.S., with a concentration in the NYC metro region, the San Francisco Bay Area, in and around Chicago, and South Florida.